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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,170 | $78,670-74.4% | $109,173-81.5% | $85,847-76.5% |
| Participation rate | 74.2% | 68.3%+5.9pp | 75.9%-1.7pp | 69.3%+4.9pp |
| Annual return | 13.59% | 25.09%-11.5pp | 25.75%-12.2pp | 318.61%-305.0pp |
| Employer contribution / active EE | $2,569 | $2,734-6.0% | $3,723-31.0% | $2,565+0.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,362 | $5,469-38.5% | $6,755-50.2% | $6,261-46.3% |